See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,827 | $185,822-51.1% | $169,993-46.6% | $139,434-34.9% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 6.77% | 60.50%-53.7pp | 53.37%-46.6pp | 372.94%-366.2pp |
| Employer contribution / active EE | $2,594 | $7,590-65.8% | $6,785-61.8% | $4,751-45.4% |
| Participant deferral / active EE | $4,432 | $11,622-61.9% | $10,408-57.4% | $6,710-34.0% |
| Admin fee / account holder | $3,122 | $15,381-79.7% | $12,815-75.6% | $11,403-72.6% |